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Bank of America

2,086 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 830 increasing their positions, 939 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 69.53%70.03% (+0.5%)

9% less funds holding

Funds holding: 2,3042,086 (-218)

12% less repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 939

33% less call options, than puts

Call options by funds: $2.83B | Put options by funds: $4.23B

41% less capital invested

Capital invested by funds: $220B → $130B (-$90.6B)

55% less funds holding in top 10

Funds holding in top 10: 237107 (-130)

56% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 342

Holders
2,086
Holders Change
-218
Holders Change %
-9.46%
% of All Funds
45.97%
Holding in Top 10
107
Holding in Top 10 Change
-130
Holding in Top 10 Change %
-54.85%
% of All Funds
2.36%
New
150
Increased
830
Reduced
939
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1826
Clarus Wealth Advisors
Arizona
$225K +$150K +4,995 +80%
SCM
1827
SKBA Capital Management
California
$224K
RTC
1828
Riverview Trust Company
Washington
$223K -$205K -6,847 -39%
CWM
1829
Chesapeake Wealth Management
Virginia
$223K -$1.38K -46 -0.4%
BCFS
1830
Butensky & Cohen Financial Security
Florida
$223K
RRWA
1831
Rainey & Randall Wealth Advisors
Florida
$223K +$99.5K +3,319 +46%
MMG
1832
Monetary Management Group
Missouri
$221K -$144K -4,800 -32%
SIC
1833
Sigma Investment Counselors
Michigan
$221K -$11.2K -372 -3%
PC
1834
Port Capital
Illinois
$220K -$59.1K -1,972 -16%
AFA
1835
Atlanta Financial Associates
Georgia
$220K +$311K +10,365 New
VCP
1836
Verus Capital Partners
Arizona
$219K -$60.1K -2,004 -16%
RCA
1837
Ranch Capital Advisors
Florida
$219K +$100K +3,345 +48%
3C
1838
361 Capital
Colorado
$219K +$309K +10,299 New
IA
1839
IFG Advisors
Missouri
$218K +$8.99K +300 +3%
HI
1840
Horizon Investments
North Carolina
$218K +$65.4K +2,180 +27%
WIP
1841
Wellesley Investment Partners
Massachusetts
$218K +$309K +10,302 New
LWA
1842
Lineweaver Wealth Advisors
Ohio
$218K +$353K +11,771 New
CCG
1843
Chatham Capital Group
Georgia
$217K -$3.72M -124,108 -92%
PWAC
1844
Private Wealth Advisors (California)
California
$216K -$53.8K -1,795 -15%
SMC
1845
Smith, Moore & Co
Missouri
$215K -$21.5K -718 -7%
TWM
1846
Titus Wealth Management
California
$215K -$17.7K -589 -5%
MSA
1847
Marino Stram & Associates
Massachusetts
$215K +$1.35K +45 +0.4%
PD
1848
Planning Directions
Pennsylvania
$215K +$303K +10,107 New
BC
1849
Brio Consultants
California
$214K -$7.64K -255 -2%
IIM
1850
Ipswich Investment Management
Massachusetts
$214K

BAC Hedge Fund Activity: Q1 2020 in Review

2,086 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2020, worth a combined $130B — down 41% from $220B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of BAC and 150 opened new positions — a net loss of 192 holders — while 939 trimmed existing stakes and 830 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 2,086 institutional investors held Bank of America (BAC) as of Q1 2020, down from 2,304 in Q4 2019.
  • Funds reported $130B of Bank of America stock for Q1 2020, down 41% quarter-over-quarter.
  • 150 funds opened new Bank of America positions in Q1 2020 and 342 closed out, a net change of -192 holders.
  • The largest Bank of America buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.02B added.
  • The largest Bank of America seller in Q1 2020 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q1 2020.